Core Insights - The global semiconductor industry is undergoing a transformation due to geopolitical factors and the AI technology race, with supply chain regionalization and tariff policy uncertainties reshaping the market landscape [1][2][3] Group 1: Market Dynamics - The global semiconductor IC industry is projected to reach a value of $647.3 billion in 2024, representing a year-on-year growth of 25.6%, driven by surging AI computing demand and a rebound in memory prices [2] - The wafer foundry revenue is expected to grow by 19.1% in 2025, but excluding TSMC's contribution, the industry's growth rate will drop to 5.7%, highlighting the significance of advanced process technologies [2][3] Group 2: Regional Disparities - Taiwan currently leads the global foundry capacity with a 73% share, but its advanced process share is expected to decline from 66% in 2021 to 54% by 2030 due to power constraints and capacity migration [3] - The U.S. aims to increase its advanced process share from 18% to 27% by 2030, with TSMC's Arizona factory projected to contribute 16% of U.S. advanced process capacity [3] Group 3: AI Impact on Semiconductor Demand - AI server chip demand is expected to grow by 24% year-on-year in 2024, continuing the previous year's 46% growth, becoming a core driver for advanced process demand [4] - The semiconductor industry is projected to have a compound annual growth rate (CAGR) of 8.3% by 2028, with data centers leading at 11.5% CAGR, significantly outpacing other sectors [4] Group 4: HBM Market Trends - The demand for High Bandwidth Memory (HBM) is expected to grow by 94% in 2025, with HBM3e projected to account for over 90% of shipments by that year [7] - NVIDIA is anticipated to maintain a dominant market share in HBM, potentially reaching over 70% by 2025, although structural shifts may occur post-2026 [7][8] Group 5: Emerging Technologies - Gallium Nitride (GaN) is nearing large-scale application, with its market size expected to grow from approximately $390 million last year to $3.33 billion by 2030, driven by high-power applications in automotive and AI data centers [10] - AI is also expected to drive the demand for enterprise SSDs, with the share of AI-driven server SSDs projected to rise from 9%-10% to 20% by 2028 [9]

如果您希望可以时常见面，欢迎标星收藏哦~ 苹果多年来一直致力于开发智能眼镜——一款轻巧的、消费者可以全天佩戴的眼镜。最初的想法是 利用增强现实技术，将媒体、通知和应用程序叠加在现实世界的视图上。但增强现实技术距离实用 化还有很长的路要走。 与此同时，Meta 和其他公司在非 AR 智能眼镜方面取得了成功，这些眼镜可以拍照、播放音频、 打电话，还能让用户与语音助手对话。苹果现在也打算进军这个市场——尽管它仍在继续推进 AR 概念。 去年，该公司就这一概念与员工 进行了用户调研。 苹果公司正在研发这两种产品，代号均为 N401，这是近期从之前的内部命名 N50 转变而来。据 彭博新闻报道，苹果首席执行官蒂姆·库克 决心在眼镜市场击败 Meta。但 Meta 自身也在积极布 局。这家社交网络巨头将于今年晚些时候推出一款带显示屏的高端机型，并计划于 2027 年推出首 款真正的 AR 眼镜。 据知情人士透露，苹果公司正在开发的智能眼镜芯片已取得进展。此举表明，苹果正在加紧研发这 款设备，该设备将与Meta Platforms Inc.推出的热门雷朋眼镜展开竞争。 近年来，硅片团队已成为苹果产品开发引擎的关键一环，尤其 ...

Market Overview - Major stock indices in the US and Europe showed positive movements, with the Dow Jones Industrial Average rising by 1.07% and the S&P 500 increasing by 0.58% [2] - The UK FTSE 100 experienced a slight decline of 0.32%, while the German DAX30 rose by 1.02% [2] - In Asia, the Indian Sensex fell by 0.51%, contrasting with the Vietnamese VNINDEX which increased by 1.55% [2] Trade Agreement - The US and UK have reached a new trade agreement that includes partial tariff reductions and expanded market access for certain products [3] - Specific details of the agreement are still pending, with a 10% additional tariff on the first 100,000 cars exported from the UK to the US, and a 25% tariff on any excess [3] - The UK is expected to reduce or eliminate non-tariff barriers for US products, including beef, ethanol, and grains [3] Financial Developments - The Bank of England has lowered its benchmark interest rate by 25 basis points to 4.25%, indicating a cautious approach to future rate changes based on inflation trends [4] - Apple is developing new specialized chips for smart glasses and AI servers, aiming for production by 2026-2027, and is also working on new M-series Mac chips [4] - The US Consumer Financial Protection Bureau has reversed its decision to regulate Google’s payment business, indicating a shift in regulatory focus [4] Cryptocurrency Market - Coinbase has announced plans to acquire Deribit, the largest cryptocurrency options trading platform, for nearly $2.9 billion, which includes $700 million in cash and 11 million shares of Coinbase Class A common stock [5] - This acquisition is aimed at enhancing Coinbase's competitive position against major players like Binance in the global market [5] Philanthropic Commitment - Bill Gates has pledged to donate nearly all of his personal wealth, amounting to approximately $200 billion, to support the world's poorest populations through his foundation by 2045 [6] - Gates aims to accelerate his philanthropic efforts, stating a commitment to distribute his wealth before his death [6]

与此同时，Meta 和其他公司在非 AR 智能眼镜方面取得了成功，这些眼镜可以拍照、播放音频、 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文编译自彭博社 ，谢谢。 据知情人士透露，苹果公司正在开发的智能眼镜芯片已取得进展。此举表明，苹果正在加紧研发这 款设备，该设备将与Meta Platforms Inc.推出的热门雷朋眼镜展开竞争。 近年来，硅片团队已成为苹果产品开发引擎的关键一环，尤其是在 2020 年苹果 开始用自主研发 的 Mac 芯片取代 英特尔处理器之后。知情人士表示，正在开发的其他半导体将用于未来的 Mac 以及为 Apple Intelligence 平台提供支持的 AI 服务器。由于计划保密，知情人士要求匿名。 总部位于加利福尼亚州库比蒂诺的苹果公司的一位代表拒绝发表评论。 这款眼镜处理器基于 Apple Watch 中使用的芯片，其功耗低于 iPhone、iPad 和 Mac 等产品中的 组件。该芯片经过定制，移除了一些部件，以进一步提高能效。此外，该处理器还将用于控制眼镜 中计划搭载的多个摄像头。 该公司计划在明年年底或2027年开始量产该处理器，这意味着如果成功，这款眼镜很可能 ...

Group 1 - Apple is developing multiple custom chips for smart glasses and AI servers, with a focus on power efficiency and multi-camera control, expected to enter mass production by the end of 2026 or 2027 [2] - Apple is also working on new Mac chips tentatively named M6 and M7, along with an AI server chip codenamed Sotra, potentially in collaboration with Broadcom [2] Group 2 - OpenAI has appointed Fidji Simo as the new CEO of its applications department, who will oversee product and business functions while Sam Altman continues to supervise core AI research and infrastructure [3] - Simo's extensive experience in product and operations is expected to accelerate OpenAI's commercialization efforts [3] Group 3 - Amazon has launched a new robot named Vulcan, which features "tactile perception" capabilities, allowing it to identify and grasp approximately 75% of items in Amazon's warehouses [4] - This technological advancement is seen as a significant leap in robotics, enhancing logistics efficiency and promoting collaboration between AI and robotics sectors [4] Group 4 - Meta has appointed Robert Fergus to lead its foundational AI research lab (FAIR), marking a strategic adjustment in its AI research efforts [5] - Fergus's return is anticipated to strengthen the team's technical innovation capabilities [5] Group 5 - OpenAI is in discussions with the FDA regarding the use of AI to expedite drug evaluations, focusing on a project named cderGPT [6] - This collaboration aims to significantly shorten the new drug approval process and enhance medical efficiency, potentially boosting confidence in the healthcare technology sector [7]

博通强劲的收入势头是买入的一大因素。 该公司与苹果 ( AAPL ) 达成合作，开发定制的 AI 服务器芯片。博通还将股息提高了 11%，并在第一财季实现了超过公司营收增长的自由现金流 增长。博通在 AI 硬件市场上表现稳健，该公司的股价有上涨空间。 作者 | The Asian Investor 编译 | 华尔街大事件 博通( NASDAQ: AVGO )股价在周四盘后交易中飙升 13%，此前这家人工智能硬件公司报告 称， 第一季度的收益和收入远好于预期，而人工智能支出热潮继续对博通的业务产生积极影 响。 最近，由于担心不断升级的贸易战，科技公司面临巨大的抛售压力。考虑到我们刚刚收到 人工智能支出持续强劲的证据，博通仍然是人工智能硬件行业增长的一个有吸引力的长期押注 对象。 对于博通截至 2025 年 5 月 4 日的第二财季，该公司预计总收入为 149 亿美元，同比增长 19%。这家基础设施公司的营收比普遍预期的 147.6 亿美元高出 1.4 亿美元。 博通是美国最重要的 AI 基础设施公司之一，为数据中心、网络和软件市场提供关键硬件组 件。此外，博通于 2024 年与苹果达成了一项协议，该协议规定该公 ...

极越办公室：几百人熬了一天，等来一个月社保。 12 月 12 日下午，数百极越员工出现在极越汽车位于上海嘉定的总部园区，有的来要说法（因为社 保断缴了），有的想搬东西走来抵扣拖欠的工资；还有一些人只想拿回自己的物品。未获入门许可 的供应商现场建微信群，接龙被极越拖欠的货款。12 日晚，百度和吉利已经决定转账，为极越员 工缴纳拖欠的 11 月社保。 赛力斯或赴港上市，筹资超 10 亿美元。 据媒体报道，赛力斯近期在讨论赴港上市事宜，最快明年完成 IPO，筹资超 10 亿美元。不过，相 关上市计划仍在审议中，发行规模等细节或有变动。赛力斯原名小康股份，于 2016 年 6 月在 A 股 上市。今年以来，受与华为合作的 AITO 问界品牌销量暴增等因素影响，赛力斯 A 股股价累计上 涨约 80%，公司市值目前为 2067 亿元。 保时捷日本 CEO 尉岚峰将成为保时捷中国副总裁兼 COO。 12 月 12 日，保时捷宣布，保时捷日本 CEO 尉岚峰 (Philipp von Witzendorff) 将从明年 1 月 1 日起 出任保时捷中国副总裁兼 COO。过去两年间，尉岚峰通过改进销售策略、客户体验，扩大了保时 ...